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Eastern Cape: Wealth Assistant – Pe – Financial Services posted by Hire Resolve

Wealth Assistant – Pe – Financial Services

Posted on 2025-04-21

Employer Hire Resolve
Salary 0
Category Finance Accounting
Location Eastern Cape  /  Eastern Cape

Job Summary

Job Title: Wealth Assistant
Job Grade: B5
Location: Port Elizabeth
Division: Wealth Management
Employment Type: Permanent

Hire Resolve`s Client is open to hiring a Wealth Assistant that is based in PE. They are to provide professional administrative and implementation support to a Wealth Planner and/or Wealth Manager. This includes assisting in client financial planning, reviews, investment instructions, and other related responsibilities as assigned.

Key Responsibilities

1. Client Servicing

  • Collate investment/fund values, performance statistics, and client information from Astute.
  • Prepare retirement planning, investment proposals, and client review packs.
  • Assist in drafting or reviewing client wills in consultation with the Wealth Planner/Manager.
  • Facilitate payments on behalf of clients through corporate saver accounts.
  • Monitor and allocate client payments to relevant investment companies.
  • Handle client queries and complaints in collaboration with the Wealth Planner/Manager.
  • Support clients in obtaining tax certificates and related documentation.
  • Apply Treating Customers Fairly (TCF) principles in all client interactions.

2. New Business Processing

  • Execute client instructions related to investments and insurance in consultation with the Wealth Manager, and submit required documentation to service providers.
  • Gather outstanding documentation and schedule medicals or other assessments needed to finalize proposals.
  • Confirm implementation of instructions with service providers.
  • Provide written confirmation to clients regarding the execution of their instructions.
  • Follow up on pending or incomplete client matters and keep the Wealth Planner informed.
  • Ensure accurate and timely completion of internal forms and fee documentation in line with company policies.
  • Compile detailed handover files for the Wealth Manager, ensuring all compliance tasks are completed.
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3. General Administration

  • Ensure all client documentation complies with FICA and FAIS requirements.
  • Schedule meetings and manage the Wealth Planners diary.
  • Record all client interactions and update client records in accordance with internal policies.
  • Maintain both hard copy and digital client files in line with company procedures.
  • Bind official documents as needed.
  • Handle postage and courier logistics.
  • Provide relief support for Reception, Administrative Assistant, or Corporate Cash Manager roles.
  • Perform additional ad hoc administrative tasks as required.

Qualifications and Experience

Minimum

Requirements:

  • Matric (Grade 12)

Advantageous:

  • Relevant tertiary qualification

Experience:

  • Administrative experience in the financial services industry is essential

Key Competencies

Knowledge:

  • Proficient in English and Afrikaans (spoken and written)
  • Solid telephone etiquette
  • Familiarity with financial products, service providers, and their platforms
  • Computer literacy in Microsoft Word, Excel, and Outlook

Attributes:

  • Professional, friendly, and presentable
  • Reliable and service-oriented
  • Strong work ethic and results-driven
  • Detail-focused
  • Energetic and enthusiastic
  • Collaborative and team-oriented
  • Proactive with strong initiative
  • Clear and effective communicator
  • Organised with good planning and time management skills
  • Capable of multitasking and handling pressure

Contact Hire Resolve for your next career-changing move.

Posted in Jobs in Eastern Cape

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